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176 hedge funds and large institutions have $1.17B invested in XPEL in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $3.39M

15% more capital invested

Capital invested by funds: $1.01B → $1.17B (+$156M)

0.95% more ownership

Funds ownership: 61.39%62.34% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 179176 (-3)

Holders
176
Holders Change
-3
Holders Change %
-1.68%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
61
Reduced
64
Closed
19
Calls
$5.76M
Puts
$3.39M
Net Calls
+$2.37M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M -$2.98M -42,210 -1%
WA
2
Wasatch Advisors
Utah
$169M +$71.9K +1,019 +0%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$112M +$8.13M +115,217 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$96.1M +$5.63M +79,783 +6%
State Street
5
State Street
Massachusetts
$45.4M +$1.76M +24,876 +4%
BCM
6
Bares Capital Management
Texas
$44.1M -$1.28M -18,185 -3%
Brown Advisory
7
Brown Advisory
Maryland
$36.6M +$24M +340,773 +172%
CC
8
Cowbird Capital
New York
$31.2M -$2.59M -36,651 -7%
Morgan Stanley
9
Morgan Stanley
New York
$27.9M -$524K -7,425 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.6M +$1.31M +18,525 +5%
Ameriprise
11
Ameriprise
Minnesota
$20M -$5.81M -82,354 -22%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$17.2M +$13.7M +193,861 +328%
DCM
13
Driehaus Capital Management
Illinois
$16.8M -$434K -6,152 -2%
Capital International Investors
14
Capital International Investors
California
$16.2M -$3.12M -44,197 -16%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$15.5M +$7.71M +109,264 +92%
Northern Trust
16
Northern Trust
Illinois
$14.8M +$158K +2,236 +1%
SAM
17
Silvercrest Asset Management
New York
$14.2M +$5.08M +72,032 +53%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.2M -$362K -5,135 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11M +$11.4M +161,535 +2,019,188%
NCG
20
Newport Capital Group
New Jersey
$10.8M +$12.7M +180,205 New
Charles Schwab
21
Charles Schwab
California
$10.3M +$47.3K +670 +0.4%
PM
22
Pembroke Management
Quebec, Canada
$9.09M -$388K -5,494 -4%
PAIM
23
Punch & Associates Investment Management
Minnesota
$8.1M
Principal Financial Group
24
Principal Financial Group
Iowa
$8.06M -$173K -2,455 -2%
ARS
25
Adirondack Retirement Specialists
New York
$7.87M -$4.21M -59,712 -33%